Privacy Policy

Last Updated: [Insert Date]

1. Introduction

tax305.org (“we,” “us,” or “our”) is operated by Dynamic 305 LLC and provides remote tax preparation and related services. We are committed to protecting the privacy, confidentiality, and security of personal information entrusted to us.

This Privacy Policy explains how we collect, use, store, protect, and disclose personal information in compliance with:

• Internal Revenue Service (IRS) requirements
• IRS Publication 4557 (Safeguarding Taxpayer Data)
• Internal Revenue Code (IRC) §7216
• Federal Trade Commission (FTC) data protection standards
• A2P 10DLC messaging requirements
• Applicable federal and state privacy laws

By accessing this website or using our services, you consent to the practices described in this Privacy Policy.

2. Information We Collect

A. Personal Identifying Information

• Full legal name
• Mailing address
• Email address
• Phone number
• Date of birth

B. Taxpayer and Financial Information

• Social Security Number (SSN) or ITIN
• W-2, 1099, Schedule C, and other tax documents
• Dependent information
• Prior-year tax data
• Bank routing and account information (when applicable)

C. Communication Information

• Email correspondence
• SMS messages used for confirmations and service notifications
• Telephone call metadata (date and time only)

D. Technical Information

• IP address
• Device type and browser
• Website interaction data collected through analytics tools

3. How Information Is Collected

Information is collected through secure online intake forms, secure document portals, direct client-initiated communications, and website analytics tools.

We do not accept tax documents via email or SMS.

4. Purpose of Collection and Use

Personal information is collected and used strictly for:

• Preparing and filing tax returns
• Verifying identity and taxpayer information
• Communicating service updates and required actions
• Complying with IRS recordkeeping requirements
• Preventing fraud and unauthorized access
• Meeting legal, regulatory, and audit obligations

5. IRS Compliance and Confidentiality

We comply with Internal Revenue Code §7216, which strictly limits the use and disclosure of taxpayer information.

• Taxpayer data is used solely for tax preparation and related services
• No disclosure is made without consent unless required by law
• Access is restricted to authorized personnel under confidentiality obligations

6. Data Security Safeguards

We implement administrative, technical, and physical safeguards consistent with IRS Publication 4557, including:

• Secure, access-controlled document portals
• Encrypted storage and transmission where applicable
• Role-based access restrictions
• Identity verification procedures
• Ongoing monitoring and risk assessment

While we take reasonable precautions, no system can guarantee absolute security.

7. SMS, Telephony & A2P Messaging Compliance

A. Purpose of Messaging

SMS and telephone communications are used solely for:

• Intake and appointment confirmations
• Service-related notifications
• Requests for required documentation
• Compliance and filing updates

B. Consent

By submitting your phone number, you expressly consent to receive service-related SMS messages and calls.

C. Message Frequency & Rates

Message frequency varies by service activity. Standard messaging rates may apply.

D. Opt-Out

You may opt out of SMS messages at any time by replying STOP. Opting out may limit our ability to provide timely service updates.

E. No Unsolicited Marketing

We do not send unsolicited marketing messages and do not sell or share phone numbers for marketing purposes.

8. Third-Party Service Providers

We may share limited information with vetted third-party providers only as necessary to perform services, including:

• Secure document storage platforms
• Tax preparation and e-filing software
• Identity verification services
• Messaging and telephony providers
• Bank product providers (when applicable)

9. Bank Products

Bank products, when offered, are provided by third-party financial institutions and are optional. Approval is subject to eligibility requirements determined by the provider.

10. Analytics and Tracking

We may use analytics and advertising tools such as Google Analytics, TikTok Pixel, and Meta Pixel. These tools collect anonymized or aggregated usage data only.

No tax data or sensitive personal information is shared with advertising platforms.

11. Data Retention

Personal and tax information is retained for the period required by IRS regulations and applicable law and is securely disposed of when no longer required.

12. Your Rights

You may request access to or correction of your personal information, subject to IRS recordkeeping requirements.

13. Policy Updates

This Privacy Policy may be updated periodically. Changes will be posted on this page with a revised effective date.

14. Contact Information

For privacy-related questions, contact:

Dynamic 305 LLC
Website: https://dynamic305.com